Steven Walton
- Role
- Wealth Advisor at Hightower Signature Wealth
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Jul 2020 — Present
Skills
- Sales
- Investments
- Retirement Planning
- Customer Service
- Financial Services
- Strategic Planning
- U.s. Health Insurance Portability and Accountability Act (Hipaa)
- Leadership
- Team Building
- Financial Planning
- Portfolio Management
- Strategic Financial Planning
- Marketing
- Wealth Management
- Financial Analysis
- Financial Advisory
- Budgets
- Insurance
- Microsoft Office
- Mutual Funds
- Fixed Annuities
- Microsoft Excel
- Finance
- Social Media
- Investment Sales
- Management
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